Alternatives to SMART Business Suite

enVisual360, the first module-based wealth management suite, that can be licensed module by module. This means you only need to license what you use when you need it. enVisual can be scaled to fit your business size and budget. enVisual will immediately deliver productivity and ROI. Create your own system! This system is designed expressly for wealth management companies and is immediately fit for purpose. Unlike other products on the market enVisual360 doesn't require expensive customisation and consultancy to be implemented. enVisual360 was designed by wealth professionals for wealth professionals. It delivers productivity and lowers client administration costs, especially in relation to ever-increasing compliance requirements. The system is simple to use and includes simple data import/export functionality further adding to productivity. enVisual360 offers a range of fully integrated core modules that are scalable, affordable and simple to implement.

Allvue Systems, a leader in investment management solutions, is available to fund managers, investors, and administrators within the alternative investments industry. We offer flexible, innovative investment software that removes barriers between people, information, systems, and people. This optimizes decision making and streamlines processes to meet investor requirements across private equity, private debt, and other alternative asset types.

Fully integrated investment administration platform for third-party administrators (TPAs), wealth management providers, fund supermarkets, wealth managers, building and friendly societies, retail banks, and other financial institutions. Costars is a multiasset investment administration platform that automates and enhances client servicing, sales-channel uptake, and the adoption and management of new products. Costars provides functionality for managing tax and regulatory requirements for underlying investor. All instrument types can be packaged into portfolios. They are available in a variety of distribution channels. You can manage millions of portfolios and positions without scaling issues. With automated and manual trade input, present and historic portfolio valuations, automated customer credit and ID checks, data and documentation audit trail, full reporting and compliance, deal validation/authorization and pricing, everything is covered.

Smart Wealth Management technology for Banks and Custodians, Investment Advisors and Family Offices. We convert all input formats and protocols from different sources into a single standard output format. You can'reuse' our data formats to create new interfaces, which significantly reduces the time it takes to make new interfaces operational. m2Data allows financial institutions to provide secure, standardized data services for their clients with minimal operational impact. m2Wealth, one of the few system providers that has a fully operational EBICS capability, is one of them. M2 has created 'connectors" with a variety of European Custodians/Banks that have mandated EBICS to be their preferred connection protocol for daily distribution around the globe. M2 continues to work closely with financial institutions that mandate EBICS.

WealthArc utilizes a reliable API engine that automates, consolidates, and unifies your wealth data. It also reduces reporting, compliance, and other administrative tasks. WealthArc, an award-winning platform that empowers wealth managers to meet client expectations faster than ever and with high-quality data, is user-friendly. Modern asset managers are aware of the changing expectations of their customers in terms of security and accessibility. Our platform is a reliable platform that supports asset managers in their daily job. It includes portfolio management, governance and CRM. Reporting modules are also available. WealthArc's advanced functions allow clients to have a trust-based relationship with WealthArc without the need for single or multi-family offices.

Wealth Intelligence (WIN), a suite of integrated wealth management solutions that covers the front, middle, and back offices. The integrated Wealth Intelligence system allows asset and wealth management firms to manage their entire business life cycle from one platform.

Streamlining and digitizing your processes can help you achieve operational efficiency that anticipates the needs of your clients. Private bankers and wealth managers can tailor their services to their clients' needs with automated and streamlined processes. Offering alternative investments options (REITs and SRIs, ESG investment, private equity, philanthropy and cryptocurrencies, etc. It is crucial to customer retention and acquisition in an environment where there are many opportunities for diversification of investment services. Face-to-face interaction has become less popular in the relationship between wealth managers and clients. However, bespoke investment recommendations based on risk profile, life goals, and preferences are still a high-value requirement. It is crucial to provide personalised, omnichannel digital services that are tailored to the individual customer throughout their entire lifecycle. This will help them meet their convenience and time-saving needs.

Manage portfolios across multiple custodians using readily available data. In compliance with customer regulations and objectives, you can also manage your own portfolios. Assetmax is the leading Swiss software for independent asset managers and family offices. It integrates multi custody portfolio management, client relationship management and invoicing. Assetmax is trusted by many wealth managers and banks. Comprehensive, integrated and sophisticated software solution. Web-based, it can be installed on-premises or in the cloud.

The Q4 Wealth Management System (Q4) allows you to model, analyze, and report on your business. Reporting on your business can be done at any level of the organization, including top-of-bank reports and division officer reports down to the account level. All reports and analytics are supported by robust data at the lowest level of detail. This includes the assets for each account. This allows for maximum accuracy in fee modeling and absolute balances to bank systems. You can identify profitable and non-profitable relationships by measuring profitability. This will give you the insight to negotiate aggressively, reduce discounts on unprofitable relationships, as well as protect your business's profits. You can easily compare revenue and expenses for each product, region or relationship officer.

Our portfolio management solution Croesus Advisor is user-friendly, innovative, and high-performance. It features advanced tools to secure and efficiently manage client assets for wealth managers. Croesus Central allows for seamless, customized, and straightforward portfolio rebalancing. It is reliable and flexible, allowing you to spend more time on client-facing activities and business development. It also ensures compliance with regulatory and client constraints. Croesus's application program interfaces (APIs) allow you to send financial data securely and easily. Since 1987, Croesus has been a leading provider in the wealth management sector. It's not surprising that banks and brokerages trust us to manage over 1 trillion dollars worth of client assets. Our products can be adapted to your needs without compromising performance and efficiency.

We believe that traditional financial institutions and fintechs can work together to mutual advantage. Both have strengths and aspirations that complement each other, so it is worth forming partnerships. Offering a variety of digital investment products allows you to cross-sell to existing clients as well as access new client segments. But, the process of developing new investment solutions can be time-consuming and costly, especially when there is high regulatory complexity and fee pressure. Brokers have struggled to launch innovative products that will spur new growth. Wealth managers are proud to be able to use their existing investment strategy and expertise. However, costs and margins are being squeezed to the limit. This is why it is becoming a challenge for the entire industry to transform and modernize business models in order to remain profitable.

Private banks can use SpeciVIM to complete their KYC process. It is designed to meet all your business needs and give you all the functionalities to have 360deg views of your client. All client data and interactions are centralized in one software. You can track, manage, track, and follow your client throughout his entire lifecycle, from the traditional on-boarding to the automatic exchange. Specific is made up of 10 modules. This allows you to create a custom-made solution. This software is available for use by all departments of your bank (central file and compliance, client service, etc.). This digital onboarding software was created to automate the process and allow wealth managers to focus on value-adding activities. It has a wide range of flexible functions, including a Decision Tree that allows you to tailor your client's experience based on their profile and needs.

SS&C's Global Wealth Platform, a cloud-based, comprehensive solution, allows you to manage all aspects of your investment process on a single platform. It also leverages a single database and is available from a single provider. GWP connects your front, back and middle offices and ensures consistency across all phases of the investment process. GWP eliminates the need to integrate disparate components from different vendors for different processes. Its modular, flexible architecture makes it easy to adapt to specific workflow requirements. GWP was built from the ground up to be a cloud-based solution. It lowers overhead, reduces maintenance requirements, and simplifies upgrading.

Professional wealth managers can report, bill, rebalance, and publish client portals. Dashboards, reports and trading. All you need is one app. FinFolio makes wealth management simple. Simple, intuitive, and clean. Not all RIAs are the same. FinFolio is completely customizable. FinFolio embraces a broader definition of portfolio management. This includes reporting, rebalancing and trading, billing, and a mobile-ready client portal. All elements of your backoffice are integrated into one platform. FinFolio offers flexible hosting options that allow you to manage it yourself or let FinFolio handle it. White-labeled with your branding. You can automate the work and monitor data quality if you decide to run FinFolio by yourself. You can extend the software by using an open API, which allows you to customize and interface with external services.

Axia is an award-winning web-based, omnichannel, MiFID II enabled Investment Management Software. Axia Suite is built on modern technologies and provides comprehensive functionality to meet and exceed the most demanding investment management requirements. Each user role has its own dashboard. Client management (client onboarding and CRM, document management, compliance management, order processing, and transaction processing). Evaluation, cost calculation, and position keeping. Asset allocation, profitability, performance and risk analyses. Externally and internally managed assets. Consolidated client management reporting. Fees management. Automated integration with custodian bank and market data feeds. Multi-tenant capabilities. First class, enterprise-wide solution meeting diverse needs. All functionality is available on one platform. Streamlining processes saves time and money. Automated integration of custodians and market providers

Automate portfolio reporting, accounting and taxation with a turnkey solution that only requires minimal IT support. Wealth management is a relationship-based industry. There's no substitute for spending time with clients. Axys®, SS&C Advent's automated portfolio reporting and accounting software, allows firms to do more in a shorter time. It has a large library of pre-defined reports and easy customization. Axys is part of the powerful Advent Investment Suite. It will increase productivity, improve accuracy, provide a clear view of portfolios and their performance without disrupting your existing infrastructure. Automated reconciliation of trade data, settlement data, transactions, and positions. Portfolio management solutions from SS&C Advent are industry leaders and provide speed, accuracy, flexibility, and efficiency for all your accounting and portfolio management functions.

Family Wealth Guru integrates with Financials. An unrivalled integrated wealth management solution. We even create Purchase & Sales Invoices directly from the Brokers' Contract notes. Family Wealth Guru is a comprehensive Wealth Management Solution that allows you to manage your entire wealth portfolio. You can track, organize, and analyze all Asset Classes to make data-driven investments. Family Wealth Guru offers a unique integrated solution to your wealth management needs, whether you are an investor, Wealth Manager, CEO of Family Offices, or a Wealth Manager. Wealth Management is becoming more complex by the day. It covers multiple asset classes, including stocks, mutual funds, fixed deposits, bonds, properties, commodities, and many more. The world has never seen a Wealth Management Software that integrates with a solid Financial Solution. Say goodbye to duplicates and endless hours of reconciliations.

Data-driven insights for wealth managers and executives. PriceMetrix is a wealth management platform that helps wealth management firms to grow their businesses in hundreds of dimensions. It uses the largest retail wealth-management database in the world. PriceMetrix brings together the power of industry data with advanced business intelligence in one platform. Our partners include wealth management firms and financial advisors. We help them improve their productivity, client experience, decision-making, and efficiency, while also identifying growth opportunities and pursuing them. We give clients instant access to industry best practices to help them build a healthy and growing wealth management business.

TCS BaNCS Digital, an enterprise-wide solution, gives your bank customers the freedom and convenience to manage their finances from anywhere. The solution is easily deployable and scalable and can be used for retail and corporate banking (focused on SMBs), securities trading, and wealth management. TCS BaNCS Digital offers a variety of apps for consumers and enterprises, as well as real-time analytics and social media. The solution is based upon a hybrid architecture and responsive website design. To meet the specific needs of financial institutions during their digital transformation.

Summit Wealth is a leading software company that specializes in innovative financial technology designed for wealth managers and financial advisors. The company creates intuitive data-driven platforms to streamline portfolio management, financial planning, client reporting and performance analytics. Summit Wealth's user-friendly interfaces, advanced integration capabilities and focus on personalized advice allow financial professionals to provide exceptional service and deliver personalized advice to their clients. Summit Wealth is known for its commitment to reliability and innovation. It empowers organizations to optimize operations, enhance decisions, and achieve superior outcomes for clients in a competitive financial environment.

Total Bank Solutions combines industry knowledge, superior business processes, and proprietary technology to provide flexible wealth management solutions. Cash investors have the option to receive extended FDIC insurance. Participating banks also have a stable, diversified, and cost-effective source of deposit funding. It supports reciprocal deposits being placed as part of a single integrated deposit sweep solution. TBS is a leader in insured deposit programs, with more than $80 billion in assets under administration (AUA). TBS Loan Management System (TBS) is an end to-end, securities-based lending platform that connects banks and intermediaries with excess lending capacity to their clients. Advisors and banks now have the ability to offer competitively priced lines of credit that are securities-based. These lines of credit offer lower rates and tax incentives than home equity loans.

Global Wealth Enterprise Solution – Global WealthES™, formerly known as TrustPortal, is a comprehensive and integrated Wealth Management Solution for large and medium-sized financial institutions that allows them to manage their business efficiently. The platform is tightly connected to provide straight-through processing. This creates tremendous scale and efficiency. The application offers extensive functionality, including financial planning, account enrollment, investment management, account administration, integrated portfolio accounting and securities processing, automated account review for compliance, reports & statements, client access portal, performance measurement, and data analytics for intelligence. Integrated FIX engine allows you to trade with over 400 brokers on the market for instant fills or confirmations. Access on any device, including extensive reporting, client and internal reports, and statements.

CREALOGIX's digital hub is a platform that enables integrated digital banking engagement. It allows banks and wealth management companies to meet the growing digital demands of their customers and implement their growth strategies. Our suite of solutions for financial services and digital banking will accelerate your digital transformation. A modular SaaS solution brings you closer to your customers and delivers a personalized digital experience that accelerates digitalization. Financial institutions can now have next-generation customer interactions. This will be possible through personal, intelligent, and engaging communications across all channels. You can increase your efficiency by using an easy-to use portal that provides fully compliant digital processing for funding throughout the entire lifecycle, from application to review and payment.

Each of our six industry-specific products is tailored to your specific vertical in order to help you achieve your business goals. CRM for Wealth Management - This tool helps advisors to grow their assets by building strong client relationships. CRM for Private Banking - CRM helps Relationship Managers to grow assets under management by strengthening client relationships. CRM for Commercial Banking – Helps bankers increase upsell and cross-sell opportunities through personalized service. CRM for Corporate Banking – This CRM helps business bankers increase upsell and cross-sell opportunities through connecting insights and sales teams across different regions. CRM for Sales, Research, Trading & Research enables users to maximize profit and maximize capital usage CRM for insurance helps agents drive renewals, cross-sell opportunities, and helps them get more business. Our products can fulfill all your CRM requirements in one package. This includes sales, service and marketing capabilities that are tailored to your industry.

Our award-winning technology allows financial institutions to launch digital wealth and hybrid advisory solutions faster and at a fraction the cost. This helps them save years of development time and money. Our platform automation, innovation and engaging online experience help Wealth Managers, Investment companies, Banks, Insurance Companies, Brokerages, and other financial institutions to launch modern digital saving and investing propositions. Our modular RESTful API-led delivery system allows firms to create and apply their own unique designs to the digital proposition. This allows them to stand out from their competitors and bring their products to market faster. We offer digital solutions for D2C Self-Directed Investing and Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning and Modern Adviser Software.

Dasseti offers software solutions for the due diligence and monitoring process of asset and funds managers. Dasseti provides a powerful and flexible set of features that automates and digitizes assessment of funds. These include: digitized due-diligence questionnaires engine; automatic flexible responses flagging, scoring and management engine; research management and reviews management; CRM, collaboration and workflows; external managers portals and analytics ..... Our goal is to assist investors and investment consultants in increasing efficiency of their due diligence and monitoring process through digitization. Dasseti solutions help investment consultants, sovereign funds, pension plans and foundations, endowments and family offices, wealth management firms, funds of funds, insurers, banks, and funds of funds select or monitor managers across asset classes.

Streamline reg compliant investment processing Automate high-touch messaging All in one platform. Built for private capital raising and designed for people. In less than 30 minutes, you can brand your platform, create an offering, and configure the perfect user experience to meet investor and organization needs. Data-driven targeting can cut prospecting time by half, automate high touch engagement marketing, and run investor compliance tests in a single click. Are your legacy data outdated and disorganized? Our engineers will organize and migrate your legacy data to your platform during onboarding. This will help you close more deals quicker. You can also leverage our API and webhook options to connect all the services that you need to succeed.

Flexible to your business's needs. Independent of banks or asset managers. Ready-to-use immediately It combines regulatory compliance with the highest level of IT-security. Digitize your business model and find new revenue streams. Digital offers that are state-of the-art will increase customer loyalty. Our technology can be customized to your corporate identity. You can promote your wealth management strategies without losing touch with the customer. You can choose which investment products to offer with our modular platform. WeAdvise is not affiliated with any product manufacturers or banks. We can also integrate your preferred partner bank upon request. With the help of our scalable plug-and-play-platform you do not lose time-to-market. Our development and operating costs are lower than in-house development.

Management of business critical tasks in fixed income portfolios used US banks and other companies. Paragon is an accounting solution for fixed income portfolios. It processes bonds and money market instruments. It's based on three main business functions: trade capture and processing, reporting, and reporting. Banks can manage their exposures through accounting and position-keeping platforms. Old-fashioned paper reports can be difficult to understand and communicate concise information to stakeholders and executive board members. Paragon provides management reports with attractive graphics that include inventory, cash flow and maturity. This will give all stakeholders more insight and help decision makers.

We help our customers create integrated wealth by launching products that they love. You can save, invest, trade, and manage your wealth. Customers expect digital financial products that are simple to use, beautiful designed, and make more money. If they don't get them from you they will go elsewhere. Customer-centric investment proposals that are customer-centric will help you grow your business, strengthen relationships, and drive revenue. The core of next-generation investment propositions. The latest technology allows you go to market in a matter of months, not years. The entire investment lifecycle can be fully automated, reducing costs. API layers allow firms to connect to any existing, future, in-house, or third-party app or data source. The platform's modular structure allows for products that can be tailored to all customers.

A retail bank would not be able to acquire clients today if it did not have a portal for internet banking. We believe that insurance and investment banking will follow this trend. We partnered with experts in the industry to build a financial platform that automates and consolidates back office operations. This system was built with the Investor in mind. Our goal was to make safe and simple investing for Investors. Appealing design. Clean and modern user interface that guides the client through the process step by step. Omni channel. Available on desktop, mobile and tablet with the option of switching from one device to another using QR codes. Chatbot for help. Help function during the onboarding process. Text, image or video can be used to promote offers. Clients can also download a full document that is attached to the respective offering. Clients can choose from more than one offer during onboarding.

Provide solutions that reflect the clients' preferences. Automated investment recommendations, enhanced risk analysis and decision support simulations unlock wealth managers' full potential. Automate regulatory controls and reports, streamline investment proposal generation, and increase efficiency. You can get portfolio proposals at the instrument level that are consistent with bank views, client preferences, and asset universe. To determine the best construction for your client's portfolio, stress test or simulate the effect of a switch on it. Identify portfolios that are not suitable for investment and have poor asset class strategic allocation. Get recommendations on the best trades to bring the client portfolio closer towards the target allocation.

Better reporting, billing and invoicing, trading and balance, client engagement, financial data processing, and business intelligence for wealth managers. Blueleaf is a combination of communication, automation, and reporting technologies that creates a system that is powerful yet simple to use. You will get simple, customizable insights that will impress on both the assets and business you manage. Develop relationships with prospects and clients and communicate important information in a way that everyone understands. Automated delivery, billing, and account maintenance can help you save time and increase efficiency.

Software for financial services that is optimized for performance. It is not easy to run a financial services company. We can help. We can help.

The Fundamental Portfolio Manager (FPM), an innovative, end-to-end Investment Management Solution, utilises modern technology. It supports the Front, Middle, and Back Office needs of wealth managers, unit trusts, fund managers, mutual funds, hedges, multi-managers, pension funds, and unit trusts. Many of the top Investment companies in Southern Africa have made us their clients, with assets under management of over R1 trillion. FPM is the most technologically sophisticated end-to-end investment management platform on the market. Our ability to continuously improve FPM and adapt it to the latest international technology has made us a success in a dynamic market.

Complex models can be implemented and asset allocations across portfolios monitored easily. Manage order flow across multiple custodians and asset classes. Simple Tax Alpha is possible with Tax Harvesting, Location Optimization and Tax Harvesting. Simple but powerful tools allow you to keep track of cash balances and monitor cash movements intra-day. Connect with a variety of portfolio accounting, reporting and execution systems. Features that ensure trading compliance and data accuracy.

SEI Family Office Services developed a sophisticated platform for enterprise wealth management in the early 2000s to offer family offices and financial institutions an alternative to single-purpose, disconnected technology solutions. The Archway Platform has stood the test of time and advanced every step of the process. It unifies all the accounting, investment data aggregation, and reporting tools you need in one integrated platform. The technology is built on top of a core general leadger and automates the creation and maintenance of accounting records across dozens business functions like bill payments, capital distributions, traditional and alternative investment transactions, cash movement, cash payments, fee calculations, and bill payments. This allows your accounting, investment, and administrative teams to all work in the same application. The built-in reporting engine of the Archway Platform allows you to use all the underlying data to create comprehensive financial reports.

Addepar is a wealth management platform specializing in data aggregation and analytics as well as performance reporting. Addepar lets you spend your time on what is most important: building client relationships. Addepar consolidates all financial accounts to give you a comprehensive view of the client portfolios. Our industry-leading analytics and reporting software allows you to tailor insights and conversations to each client and build trusting relationships. Our digital tools allow clients to have encrypted access to their financial information from anywhere and anytime. Our custom reporting functionality can bridge back-office solutions. Our industry experts will help you understand your company's needs and get you up and running. To get started, you can access our online training portal and on-demand help center. Addepar uses best-practice safeguards, including role-based access controls and data encryption at rest as well as in transit.

Our API provides elegant user experiences. Leading investment advisors rely on AdvisoryWorld web-applications for their wealth management workflows. You can search for and analyze investments using dozens of criteria, such as asset class, manager tenure, performance statistics, and style detail. Compare and contrast investments based on diversification and performance-based statistics such as Asset Allocation, Hypothetical History Performance, MPT Statistics (e.g. Standard Deviation, Sharpe and Beta, Alpha), Duration, Expense Ratio and Hypothetical Historical Performance, MPT Statistics (e.g. Easy to create customizable Asset Fact Sheets and compare them side-by-side. With the help of financial modeling tools that are institutional-grade, you can build and analyze portfolios. The interface is lightweight. Examine the impact of fees & sales charges, dividend reinvestment, and capital gain reinvestment on portfolio growth.

Our integrated platform serves the top asset managers, insurance companies and pension funds, hedge funds, family offices and sovereign wealth funds around the world. Fusion Invest, which shares the same core as Fusion Sophis, covers the entire investment value chain. It provides portfolio insight and automated processes with a collaborative investment book of records. Fusion Invest is unique because of its advanced analytics, extensive asset class coverage, open technology, and differentiation. It can be deployed on-premise or in the cloud, depending on your strategic operating model. It offers options for portfolio managers and investors who are responsible for asset allocation, direct investments, and sophisticated derivative hedging strategies. As they create and report the "golden version" of data, the solid, scalable foundation that everyone can trust is essential. All users can contribute to the investment process together with consistent information and analytics.

Choose from over 70+ modules to build your entire front-to back office. Each module is tailored to meet the needs of each client segment. All your key operations, from accounts and payments to legal, risk, and compliance, are handled quickly, reliably, securely, and in a compliant way. Our unified data model ensures consistency across your organization and allows you to scale your operations quickly. Core banking can be implemented in as little as six month with a standard configuration. Your clients can trade cryptocurrencies or your investment office has all the tools necessary to add digital assets into traditional client portfolios. A core platform that reduces risk and saves time can transform your banking capabilities. Your clients and advisors can now trade crypto currencies.

Advisors can focus on their clients by having access to structured investment, annuity and target return ETF options. Our multimedia educational resources include short-form videos and PDFs that can be used to share product knowledge with clients. Comprehensive asset-class education is available for all levels of advisors. It includes product-specifics and introductory basics. Advisors can self-pace their certification process and have real-time supervision from home with the help of custom compliance tracking and supervisory software. Automate and integrate to deliver products--and product education--seamlessly to wealth management firms and financial professionals, in real time. You can increase efficiency through streamlined education, compliance oversight, and direct connection to a central product repository.

Why create proprietary systems when Microsoft's next-generation ERP includes core best-of-breed financial accounting, banking and security frameworks? Elysys uses the power and scalability that Microsoft Dynamics 365 Business Central platform offers. We provide a sustainable advantage, especially for highly specialized treasury management apps.

Fundment was built to help you transform your retirement and investment capabilities. We want to help you achieve what clients want with their money. Access to an extensive MPS market and powerful advisory portfolio management capabilities, no matter how you manage your portfolios. Our modern technology helps you to work efficiently and productively. It includes automated account openings, digital drawdowns, and straight-through processes. We are accustomed to anticipating the needs of advisers, listening to your feedback and delivering on it. Faster migrations through bulk uploads of client data and illustrations plus digital document processing. Integration with your preferred cashflow and back-office model providers. Agile and nimble technologies are driven by your requirements, not by competing demands from providers using the same technology. Bulk client data uploads, digital documents and document processing are included to speed up migrations.

We offer wealth management as a service. A sophisticated platform that seamlessly integrates into your business can help you expand or modernize your wealth management delivery. Enabling modern wealth management delivery. OneVest can help you go to market faster, whether you are modernizing legacy programs or launching them for your first time. You can integrate wealth services into your platform to reduce overhead and get up-and running quickly. With an end-to-end platform, you can offer a modern customer experience. OneVest services can be embedded into your applications to provide a modern wealth management experience for your customers. You can create a custom wealth management experience with our API, which is easy to use by developers. You can make OneVest's wealth platform your own, without having to create it yourself. You can showcase your brand with web or mobile apps that let you get to market quickly. You can seamlessly manage wealth with your existing back office.

MoneyWare is an integrated Wealth Management platform that allows wealth managers to manage their entire business life cycle, from front office to backoffice, without the need to use multiple systems. It allows wealth management firms to serve all types of client segments, including high-net worth individuals, single and multi-family offices as well as highly affluent clients. The wealth management software suite can be customized to address client management, portfolio management, compliance, client reporting and accounting. MoneyWare is a wealth management system that provides advisory, discretionary, and non-discretionary services.

SOLIAM is a comprehensive core system that offers real-time investment oversight, designed for Asset Owners and wealth managers. It facilitates efficient front-to middle office process management by supporting multi-custodians and multi-accounts. SOLIAM offers Asset Owners a unique platform to manage positions, make financial decisions, and comply with regulatory requirements (MIFID II and Solvency II). It also includes a robust ALM Engine and automated risk reporting. For Wealth Managers, SOLIAM delivers customizable solutions for advisory/discretionary processes, fiscal allowances, and a wide range of financial instruments. Both versions increase operational efficiency, reduce risk, and provide scalability and compliance with regulatory requirements.

Agilis Wealth Management's philosophy is to help you manage the wealth of your clients, and in the process create more wealth for them and yourself. Agilis Wealth Management understands that you want to add that extra touch to client relationships. Agilis WM gives you a 360-degree view of your investors so you can manage them in the first degree. Portfolio Rebalancing - helping you get back on track with Trade Recommendations. Trade Order Management - a workflow designed to be easy and fast so that you can keep up with the markets. Risk Management - Compliance with regulatory and internal policies and limits. Analytics - Provides vital technical analysis. Model Portfolio - Benchmarking to indices and your own models.

Our unified digital platform for wealth management will improve automation and advisor efficiency. Deliver a more connected experience in digital wealth management. We'll help you find the best solution for your main challenge. Your advisors will enjoy a unified and complete digital wealth management experience. We provide a complete and unified platform to manage digital wealth. Manage the wealth needs for all advisors and customers across all lines of businesses, from investments to banks to insurance, using a comprehensive platform integrated with your existing technology footprint. Data that is inconsistent and disconnected cannot be used to make decisions or produce results. We use a proprietary approach in order to simplify and unify data. Our intuitive applications accelerate your time to market, enabling you to make smarter and faster decisions. We combine our wealth management expertise with enterprise software to deliver innovative solutions tailored for your business.

It is designed to meet your requirements. Exceed your expectations. Consolidating multiple platform relationships can help you gain significant operational efficiencies in your wealth business. You can then operate your own multi-asset, cross-currency investment platform. You retain complete control over your client proposition by establishing your own brand, investing solutions and paying your own platform fee. Reduce the administrative overhead and adviser support burden of other platform providers. Our technology is ours to control and we drive the highest level of automation across the platform. Our flexible APIs enable us to quickly and electronically exchange data with external parties on a 2-way basis. This is crucial for reducing the dual-keying burden that your business must bear. The platform provides a 2-way interface to Intelliflo Office that allows wealth businesses to electronically submit all clients.